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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,296 | $157,296-77.6% | $141,191-75.0% | $152,897-76.9% |
| Participation rate | 78.9% | 84.8%-5.9pp | 82.5%-3.5pp | 82.5%-3.5pp |
| Annual return | 19.38% | 64.34%-45.0pp | 71.41%-52.0pp | 345.43%-326.1pp |
| Employer contribution / active EE | $46 | $5,262-99.1% | $4,736-99.0% | $4,764-99.0% |
| Participant deferral / active EE | $2,436 | $7,111-65.7% | $6,710-63.7% | $5,851-58.4% |
| Admin fee / account holder | $3,322 | $12,125-72.6% | $10,264-67.6% | $11,599-71.4% |